Perigon Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Perigon Wealth Management’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$310K	Buy	5,641 +39	+0.7%	+$2.21K	﹤0.01%	1128
2026 Q2	$310K	Buy	+5,602	New	+$277K	﹤0.01%	1097
2025 Q2	–	Sell	-3,905	Closed	-$206K	–	1080
2025 Q1	$206K	Buy	+3,905	New	+$201K	0.01%	962
2024 Q4	–	Sell	-7,305	Closed	-$417K	–	1072
2024 Q3	$417K	Buy	7,305 +203	+3%	+$11.3K	0.01%	675
2024 Q2	$372K	Sell	7,102 -870	-11%	-$45.5K	0.01%	618
2024 Q1	$435K	Buy	7,972 +87	+1%	+$4.62K	0.01%	570
2023 Q4	$414K	Buy	7,885 +1,030	+15%	+$52.2K	0.01%	557
2023 Q3	$337K	Sell	6,855 -1,435	-17%	-$72.8K	0.01%	547
2023 Q2	$424K	Buy	8,290 +1,205	+17%	+$60.9K	0.02%	504
2023 Q1	$350K	Buy	7,085 +495	+8%	+$25.4K	0.02%	488
2022 Q4	$353K	Buy	+6,590	New	+$354K	0.02%	483
2021 Q1	–	Sell	-1,125	Closed	-$53K	–	747
2020 Q4	$53K	Buy	+1,125	New	+$49.9K	0.01%	731

Other funds holding IHF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Potomac Fund Management Miami, Florida $4.83B AUM 14.05% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Perigon Wealth Management's IHF Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares US Healthcare Providers ETF (IHF) stake by 0.7% in Q3 2026, buying an estimated $2.21K and bringing the position to 5,641 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Perigon Wealth Management first reported a position in IHF in Q4 2020 and has held it in 12 quarters since. The position peaked at $435K in Q1 2024. 190 funds tracked by Wall St. Rank hold IHF as of Q3 2026.

Perigon Wealth Management held 5,641 shares of iShares US Healthcare Providers ETF worth $310K as of Q3 2026.
Perigon Wealth Management bought 39 iShares US Healthcare Providers ETF shares in Q3 2026, an estimated $2.21K.
iShares US Healthcare Providers ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1128 holding.
Perigon Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2020 and has held it in 12 quarters since.
Perigon Wealth Management's iShares US Healthcare Providers ETF position peaked at $435K in Q1 2024.
190 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.